New York, NY Financial Planner

Pretty good feeling be over there with family and friends

Pretty good feeling be over there with family and friends

Pretty good feeling be over there with family and friends

Most convenient bank

I roughly spend 15 to 20 mins queue in line for counter service. I just spent about 45 mins today Americas most convenient bank? The management here is disaster.. America ... more

Phenomenal company, the leadership team here is elite. They have partnerships with the biggest companies in the world such as black rock financial. I would not trust anyo ... more

Isaac is very knowledgeable, responsive and does an exceptional job!

Highly recommend working with DCLA. They are consummate professionals - responsive, diligent, and constantly share insights as they actively manage your portfolio.

A great financial experience awaits you.

I loved the explanation that Luisa gave me, very clear explanation, she is very kind, thank you, creddimas

Working with the team at Klyman Financial to secure and manage my insurance was a truly seamless process. They were knowledgeable and efficient in handling all the paperw ... more

With their expert guidance and strategic approach, WealthBridge Financial Group transformed my finances, leading to substantial wealth growth. Their professionalism and t ... more

Best people to work with! Very efficient and respectful.

She was very knowlegable and helpful.

Abigail was extremely professional and resourceful throughout my entire financial planning starting process. I had limited knowledge and did not know what to expect when ... more

The worst check cash in the neighborhood really needs to be shut down.

As an employee- my review is inherently biased, so disclosure is necessary. However, I'd like to think my impartial opinion rings true. Joe is a true fiduciary through an ... more

Great group, very thorough

It's not a simple process to transfer your pension into a SIPP. Atlantica managed the whole process from end to end. Warren and his staff were always responsive, managing ... more

I've known Dilini for several years, and I trust her as one of the most intelligent and knowledgeable Wealth Advisors in the industry.

Pretty good feeling be over there with family and friends

RUN they sit on a throne of lies.

Frank is very professional and does an amazing job, I did taxes with my husband and Im very grateful for his help. I highly recommend

I had a wonderful experience working with Yogi CPA this year and feel very grateful for their support with filing my taxes and getting two new businesses up and running. ... more

Behavioral Cents provides an invaluable service. Her personal savings tips are point-on and helped me reduce my personal expenses for immediate savings and increases in m ... more

Matt McKee and Target Rock Wealth Management is by far the best financial advisory firm I know of. I have had the good fortune to start working with Mr. McKee a few year ... more

It was good at the check cashing place.

It's a nice place to work and they provide snacks and other options when you go to visit them.

Deva is the perfect blend of personable and knowledgeable. Deva helped me make sense of financial information, when it became overwhelming for me. More importantly, he he ... more